Gilbert & Cook, Inc.
WEST DES MOINES IA · SEC CIK 0001675762
$7.74亿2026Q1 申报市值
221持仓数
73.0%前十大占比 · 第一大 23.4%
11 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$206.73万
JHMM 加仓+$192.11万
IVV 加仓+$149.45万
IWL 加仓+$114.07万
JHSC 加仓+$97.55万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$261.52万
TPL 减仓-$195.85万
RKLB 减仓-$108.68万
ARCC 减仓-$106.67万
IWR 减仓-$72.82万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $82.26万 | 0.11% | 15,817 | 227 | 1.5% | $1.18万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $81.24万 | 0.10% | 16,036 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $81.15万 | 0.10% | 20,533 | 142 | 0.7% | $5,612 | 加仓 |
| MKL | MARKEL GROUP INC | $80.58万 | 0.10% | 421 | -16 | -3.7% | -$3.06万 | 减仓 |
| CSX | CSX CORP | $78.61万 | 0.10% | 19,149 | 203 | 1.1% | $8,333 | 加仓 |
| SO | SOUTHERN CO | $78.53万 | 0.10% | 8,136 | 72 | 0.9% | $6,949 | 加仓 |
| PEP | PEPSICO INC | $78.02万 | 0.10% | 5,024 | 8 | 0.2% | $1,242 | 加仓 |
| MO | ALTRIA GROUP INC | $77.16万 | 0.10% | 11,693 | 131 | 1.1% | $8,645 | 加仓 |
| WAB | WABTEC | $76.03万 | 0.10% | 3,042 | -31 | -1.0% | -$7,748 | 减仓 |
| BRO | BROWN & BROWN INC | $75.79万 | 0.10% | 11,622 | 420 | 3.7% | $2.74万 | 加仓 |
| PFE | PFIZER INC | $73.64万 | 0.10% | 26,225 | 677 | 2.6% | $1.90万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $73.07万 | 0.09% | 4,830 | -25 | -0.5% | -$3,782 | 减仓 |
| DAL | DELTA AIR LINES INC | $72.07万 | 0.09% | 10,841 | 10,841 | — | $72.07万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $71.63万 | 0.09% | 3,071 | 57 | 1.9% | $1.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $70.92万 | 0.09% | 1,173 | 4 | 0.3% | $2,419 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $70.85万 | 0.09% | 15,103 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $67.58万 | 0.09% | 6,582 | 50 | 0.8% | $5,134 | 加仓 |
| COHR | COHERENT CORP | $66.39万 | 0.09% | 2,787 | -22 | -0.8% | -$5,241 | 减仓 |
| QCOM | QUALCOMM INC | $66.08万 | 0.09% | 5,131 | 43 | 0.8% | $5,538 | 加仓 |
| IWP | ISHARES TR | $65.88万 | 0.09% | 5,142 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $65.26万 | 0.08% | 5,754 | 35 | 0.6% | $3,969 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $64.59万 | 0.08% | 3,104 | 51 | 1.7% | $1.06万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $64.35万 | 0.08% | 1,327 | 353 | 36.2% | $17.12万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $64.05万 | 0.08% | 13,217 | -296 | -2.2% | -$1.43万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $62.15万 | 0.08% | 4,907 | 102 | 2.1% | $1.29万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $61.51万 | 0.08% | 21,425 | 142 | 0.7% | $4,077 | 加仓 |
| APP | APPLOVIN CORP | $61.41万 | 0.08% | 1,543 | 448 | 40.9% | $17.83万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $60.73万 | 0.08% | 7,502 | 57 | 0.8% | $4,614 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $60.23万 | 0.08% | 2,002 | 572 | 40.0% | $17.21万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $60.01万 | 0.08% | 19,677 | -87 | -0.4% | -$2,654 | 减仓 |
| MSCI | MSCI INC | $59.83万 | 0.08% | 1,110 | 41 | 3.8% | $2.21万 | 加仓 |
| IBDR | ISHARES TR | $58.93万 | 0.08% | 24,313 | -3,094 | -11.3% | -$7.50万 | 减仓 |
| MDT | MEDTRONIC PLC | $58.58万 | 0.08% | 6,760 | 89 | 1.3% | $7,712 | 加仓 |
| IWF | ISHARES TR | $58.29万 | 0.08% | 1,367 | -38 | -2.7% | -$1.62万 | 减仓 |
| OKTA | OKTA INC | $57.36万 | 0.07% | 7,287 | -76 | -1.0% | -$5,982 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $57.19万 | 0.07% | 4,363 | 97 | 2.3% | $1.27万 | 加仓 |
| IBDS | ISHARES TR | $56.93万 | 0.07% | 23,486 | -3,089 | -11.6% | -$7.49万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $56.01万 | 0.07% | 2,952 | 250 | 9.3% | $4.74万 | 加仓 |
| DASH | DOORDASH INC | $54.17万 | 0.07% | 3,608 | 1 | 0.0% | $150 | 加仓 |
| VEEV | VEEVA SYS INC | $52.38万 | 0.07% | 2,982 | 112 | 3.9% | $1.97万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $50.79万 | 0.07% | 7,081 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $49.79万 | 0.06% | 1,407 | 24 | 1.7% | $8,493 | 加仓 |
| ENTG | ENTEGRIS INC | $49.53万 | 0.06% | 4,225 | -850 | -16.7% | -$9.97万 | 减仓 |
| IBTH | ISHARES TR | $49.40万 | 0.06% | 22,025 | -4,675 | -17.5% | -$10.49万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $49.31万 | 0.06% | 3,538 | 16 | 0.5% | $2,230 | 加仓 |
| IBDT | ISHARES TR | $49.29万 | 0.06% | 19,460 | -2,948 | -13.2% | -$7.47万 | 减仓 |
| IBTI | ISHARES TR | $49.27万 | 0.06% | 22,110 | -4,696 | -17.5% | -$10.46万 | 减仓 |
| CI | THE CIGNA GROUP | $49.03万 | 0.06% | 1,838 | 58 | 3.3% | $1.55万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $47.64万 | 0.06% | 18,979 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $47.10万 | 0.06% | 5,793 | 73 | 1.3% | $5,936 | 加仓 |
| BALL | BALL CORP | $46.58万 | 0.06% | 7,880 | 7,880 | — | $46.58万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $46.49万 | 0.06% | 2,957 | 21 | 0.7% | $3,302 | 加仓 |
| INSM | INSMED INC | $46.46万 | 0.06% | 2,841 | -8 | -0.3% | -$1,308 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $45.70万 | 0.06% | 5,375 | 1,137 | 26.8% | $9.67万 | 加仓 |
| LEN | LENNAR CORP | $45.27万 | 0.06% | 5,213 | 755 | 16.9% | $6.56万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $44.31万 | 0.06% | 9,193 | 3,511 | 61.8% | $16.92万 | 加仓 |
| CSGP | COSTAR GROUP INC | $43.08万 | 0.06% | 10,678 | 255 | 2.4% | $1.03万 | 加仓 |
| H | HYATT HOTELS CORP | $42.88万 | 0.06% | 2,982 | 543 | 22.3% | $7.81万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $42.56万 | 0.05% | 1,243 | 132 | 11.9% | $4.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.02万 | 0.05% | 1,553 | 18 | 1.2% | $4,871 | 加仓 |
| WPC | WP CAREY INC | $41.92万 | 0.05% | 6,168 | 108 | 1.8% | $7,340 | 加仓 |
| MS | MORGAN STANLEY | $41.49万 | 0.05% | 2,521 | 2,521 | — | $41.49万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $41.22万 | 0.05% | 969 | -9 | -0.9% | -$3,828 | 减仓 |
| FICO | FAIR ISAAC CORP | $40.67万 | 0.05% | 381 | -49 | -11.4% | -$5.23万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $40.28万 | 0.05% | 8,618 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $39.96万 | 0.05% | 6,663 | 104 | 1.6% | $6,237 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $38.60万 | 0.05% | 8,683 | 3,409 | 64.6% | $15.15万 | 加仓 |
| FAST | FASTENAL CO | $38.41万 | 0.05% | 8,277 | -793 | -8.7% | -$3.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.10万 | 0.05% | 372 | -89 | -19.3% | -$8.88万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $36.41万 | 0.05% | 1,792 | 36 | 2.1% | $7,314 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $36.34万 | 0.05% | 11,030 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $35.78万 | 0.05% | 1,887 | 20 | 1.1% | $3,792 | 加仓 |
| IDXX | IDEXX LABS INC | $35.12万 | 0.05% | 625 | -85 | -12.0% | -$4.78万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $35.10万 | 0.05% | 8,812 | 59 | 0.7% | $2,350 | 加仓 |
| BE | BLOOM ENERGY CORP | $34.77万 | 0.04% | 2,566 | 2,566 | — | $34.77万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $34.14万 | 0.04% | 8,887 | 956 | 12.1% | $3.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $31.90万 | 0.04% | 1,218 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $31.38万 | 0.04% | 5,287 | 106 | 2.0% | $6,292 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $31.09万 | 0.04% | 2,850 | 81 | 2.9% | $8,837 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.18万 | 0.04% | 999 | -243 | -19.6% | -$7.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $29.55万 | 0.04% | 865 | 865 | — | $29.55万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $29.26万 | 0.04% | 3,896 | -141 | -3.5% | -$1.06万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $29.10万 | 0.04% | 6,274 | 88 | 1.4% | $4,081 | 加仓 |
| AME | AMETEK INC | $28.66万 | 0.04% | 1,337 | 6 | 0.5% | $1,286 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.37万 | 0.04% | 25,655 | 9,043 | 54.4% | $10.00万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $27.85万 | 0.04% | 815 | -464 | -36.3% | -$15.85万 | 减仓 |
| — | HONEYWELL INTL INC | $27.42万 | 0.04% | 1,213 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $27.03万 | 0.03% | 8,443 | -288 | -3.3% | -$9,219 | 减仓 |
| VTV | VANGUARD INDEX FDS | $26.92万 | 0.03% | 1,372 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $26.90万 | 0.03% | 65,299 | 477 | 0.7% | $1,965 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $26.28万 | 0.03% | 4,037 | 4,037 | — | $26.28万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $25.74万 | 0.03% | 4,126 | 4,126 | — | $25.74万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $25.42万 | 0.03% | 1,170 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $25.41万 | 0.03% | 5,002 | 369 | 8.0% | $1.87万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $25.36万 | 0.03% | 1,279 | 23 | 1.8% | $4,561 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $25.27万 | 0.03% | 1,555 | 26 | 1.7% | $4,224 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $25.09万 | 0.03% | 2,322 | -11 | -0.5% | -$1,188 | 减仓 |
| DOCU | DOCUSIGN INC | $24.89万 | 0.03% | 5,249 | -2,304 | -30.5% | -$10.92万 | 减仓 |
| INTU | INTUIT | $24.69万 | 0.03% | 571 | -4 | -0.7% | -$1,730 | 减仓 |